| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/02/1979 |
| ADV Location | WINSTON SALEM, NC, United States |
| Contact Info | 336 xxxxxxx |
| Websites |
| AUM* | 4,188,070,791 16% |
| of that, discretionary | 4,144,465,971 16% |
| Number of Employees | 18 -10% |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,342,330 7% |
| % High Net Worth | 44.16% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date06/26/2025 | Form ADV-E View Report |
| Accounting Firm Name FORVIS MAZARS | Filing Date10/01/2024 | Form ADV-E View Report |
| Accounting Firm Name FORVIS MAZARS | Filing Date09/23/2024 | Form ADV-E View Report |
| Accounting Firm Name FORVIS | Filing Date10/25/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker548661107 | Stock NameLOWES COS INC | $ Position$307,871,609 | % Position8.00% | $ Change-7.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$274,760,121 | % Position7.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$270,092,947 | % Position7.00% | $ Change11.00% | # Change-2.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$205,527,106 | % Position5.00% | $ Change196.00% | # Change-13.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$148,361,483 | % Position4.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$174,431,289 | % Position4.00% | $ Change23.00% | # Change0.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$152,174,063 | % Position4.00% | $ Change182.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$115,569,471 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$86,666,621 | % Position2.00% | $ Change6.00% | # Change1.00% |
| Stck Ticker04626A103 | Stock NameASTERA LABS INC | $ Position$86,416,143 | % Position2.00% | $ Change326.00% | # Change-3.00% |